Welcome to CLX!
CLX offers a full suite of e-commerce tools to enhance your patient experience and help you capture more contact lens sales. CLX is more than just an ordering portal – it is a comprehensive solution for your office to grow your contact lens business both inside and outside of the office by using technology to automate many of your current processes and give valuable time back to your staff.
CLX works 24 hours a day, 7 days a week, 365 days a year to provide patient convenience and practice growth. CLX streamlines your order and reorder process to help you conveniently reach your patients anywhere, anytime.
Each of the training topics listed below are hyperlinked for your convenience. For more details on other topics to assist you with navigating CLX, visit the CLX Customer Success Portal.
1. Getting Started with CLX
• If you need to add a new user or update product pricing but are unable to see the “Setup” tab within CLX, please contact your office’s administrator or CLX Customer Success for additional assistance at customerservice@clxsystem.com
2. CLX Dashboard
The CLX Dashboard is the main landing page within your office’s CLX portal. On the Dashboard, you will find:
• CLX Customer Support information
• Link to CLX Customer Success Portal
• Order Statuses (for the last 30 days)
• “Active Suppliers” tab: Here you will find your distributor account number and contact information.
• With CLX, your distributor remains the same. CLX simply replaces the step of placing contact lens orders directly on your distributor’s website.
3. How to Place an Order in the CLX Portal
Placing an order in CLX is simple. Click on the links below to learn how to place an order in the CLX portal.
• Placing a patient order in the CLX Portal
• How to order trials in CLX with an Opticon Scanner
4. How to use CLX Patient Protect
Patient Protect notifies exam-only patients to purchase from you at their convenience, using pre-verified order reminders through text and email.
• Patient Protect Reminders go out on the day of the exam and 2, 7, and 14 days after via email and text if the patient still has not purchased.
• Watch our in-depth Patient Protect Web Series here.
5. How to use CLX Price Compare
Seeing is believing! Demonstrate the value of an annual supply to your patients with CLX Price Compare.
• Watch our in-depth Price Compare Web Series here.
6. How to use CLX Subscriptions
If a patient opts not to buy an annual supply, CLX Subscription allows patients to make smaller payments over the course of a year and auto-ships their contact lenses when they are due to runout.
• CLX Subscriptions offer a convenient, pay-as-you-go option.
• The patient’s credit card is safely stored in CLX and automatically charged when contacts are due to ship. Contacts are only shipped once full payment has been made.
• Offer pay-per-month or pay-when-shipped payment options.
Watch our in-depth Subscriptions Web Series Episode here.
Subscription Messaging Samples:
7. CLX Reorder Overview
For patients not purchasing an annual supply or enrolling in a subscription, CLX Reorder is an effective, automated tool for capturing patient reorders through texts & emails BEFORE patients run out of their contact lenses.
• Capturing updated email and mobile phone numbers allows you to get the most out of CLX Reorder by making sure you are reaching as many patients as possible.
• Reorder text reminders go out 28, 14, and 0 days before a patient is due to reorder, as well as 14, 28, and 42 days after a patient is due to reorder.
• Reorder email reminders go out 28, 14, and 0 days before the patient is due to reorder, as well as 7, 21, 42, and 66 days after the patient is due to reorder
• Watch our in-depth Reorder Web Series Episode here.
Reorder Messaging Samples:
8. How To Manage Your CLX Webstore
With CLX, you have a personalized, online contact lens store that allows patients to easily purchase contact lenses from your website anywhere, anytime.
• When an order is placed on your CLX Webstore, your staff has the final say on whether to approve or reject the order. Here’s How to Verify a Webstore Order.
• Watch our in-depth Webstore Web Series Episode here.
9. CLX Reporting Overview
With CLX Reporting, you’ll gain access to in-depth views of your contact lens business and be able to draw actionable insights for your practice.
• Our reports give visibility into what your practice is doing both inside and outside of the office through e-commerce engagement, as well as segmentation by product, manufacturer, and modality.
• To view all CLX reports, you must have specific user permissions enabled. If you are unable to see a “Reporting” tab within CLX and need these permissions, reach out to your office’s administrator or CLX Customer Success for additional assistance at customerservice@clxsystem.com
• CLX reports can be broken down by office, by doctor, and even sorted by individual employee.
• Click here to read about the Credit Card Transaction report. Offices use this list of CLX e-commerce orders to reconcile payments and keep up-to-date records in their EHR.
10. The CLX Customer Success Portal
• Find an abundance of self-service "How-To" articles, CLX Web Series, and video walkthroughs on the CLX Customer Success Portal.
• Review FAQs here.